RETIREMENT FOR BUSINESS OWNERS
The Step-By-Step Course for Business Owners to Easily Protect Business Value and Plan for Retirement with Confidence
Are you doing what you need to do now to identify, protect, manage and harvest your business' value as you prepare to enter your next phase in life? We remove the fluff and provide the steps to using your business in your retirement.
Estimate your retirement needs;
Easily protect your business' value from unplanned disruptions;
Confidently identify the right team of advisors to ensure transition success;
Quickly value your business and learn how to sell it at its fair market price or higher.
What's Covered in the Course?
Where to Find Everything
ABOUT THE COMPLETE FORMULA
FREE PREVIEWCOMPLETE FORMULA Presentation
COMPLETE FORMULA (Downloadable)
COMPLETE FORMULA Checklist (Downloadable)
ABOUT MODULE 1
FREE PREVIEWFOUNDATION Overview
FOUNDATION Presentation*
FOUNDATION Recap
ABOUT MODULE 2
FREE PREVIEWPROTECTION Overview
PROTECTION Presentation*
PROTECTION Recap
INTERLUDE Overview
INTERLUDE Presentation*
ABOUT MODULE 3
FREE PREVIEWTRANSFER Overview
TRANSFER Presentation*
TRANSFER Recap
Succession Conversation Journey (Downloadable)
Successor Evaluation (Downloadable)
ABOUT MODULE 4
FREE PREVIEWSELL Overview
SELL Presentation*
SELL Recap
ABOUT OUR BONUSES!
FREE PREVIEWBONUS 1: FREE BOOK - The 5 Critical Succession Conversations
BONUS 2: CONVERSATION GUIDE - Foundation Conversation
BONUS 3: Private 1:1 Consultation
Course Feedback Survey
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Retirement for Business Owners is an online course for business owners preparing for their retirement. It is essential that we set you up with the proper tools AND teach you how to use them to ensure you will be successful in confidently planning for the future of your business. The entire course has 3 learning formats: VIDEO (for on-screen tutorials and presentations – not just the instructor talking to a screen!); AUDIO; and TEXT. Everything is taught online. You won't need to install anything! All you need is a device with an internet connection, and you'll find everything online once you log in to the course platform.
Participants in the Retirement for Business Owners are diverse in terms of experience level, company size, education and industry. This course is for you if you: - Want to start planning for retirement but want step-by-step guidance; - Need to decide on what to do with their business - whether to sell, transfer, close or something else; - Are confused about which professionals they really need to hire and which they don’t; - Want to save time and money with done-for-you templates, how-to videos, checklists, workbooks; or - Prefer easy-to-follow direction in one central place
There is no time limit to complete the course. Work at your own pace. Access is for your lifetime and the course materials are for you to keep. Breaks in between may be necessary to perform the exercises. Whenever you’re ready, the course will always be there for you to access.
The information that we present is comprehensive but general enough to apply to all business owners regardless of where they live. We do not provide legal, financial or accounting advice although we indicate which areas require legal, financial, tax or accounting, etc review.